AM
XYZ

AGF Management’s Block Inc XYZ Stock Holding History

AGF Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,927
Closed -$267K – 688
2025
Q2 		$267K Buy
3,927
+22
+0.6% +$1.28K ﹤0.01% 609
2025
Q1 		$212K Sell
3,905
-785
-17% -$58.6K ﹤0.01% 649
2024
Q4 		$399K Buy
+4,690
New +$385K ﹤0.01% 654
2024
Q3 		– Sell
-8,729
Closed -$563K – 725
2024
Q2 		$563K Hold
8,729
– – ﹤0.01% 621
2024
Q1 		$738K Buy
+8,729
New +$631K ﹤0.01% 600
2023
Q4 		– Sell
-6,508
Closed -$288K – 803
2023
Q3 		$288K Buy
+6,508
New +$403K ﹤0.01% 695

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

AGF Management's XYZ Position: Q3 2025 in Review

AGF Management sold out of Block Inc (XYZ) in Q3 2025, closing a stake of 3,927 shares — an estimated $267K sold.

AGF Management first reported a position in XYZ in Q3 2023 and held it in 6 quarters. The position peaked at $738K in Q1 2024. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q3 2025.

  • AGF Management reported no remaining Block Inc position as of Q3 2025 after selling out during the quarter.
  • AGF Management sold 3,927 Block Inc shares in Q3 2025, an estimated $267K.
  • AGF Management first reported a position in Block Inc in Q3 2023 and held it in 6 quarters.
  • AGF Management's Block Inc position peaked at $738K in Q1 2024.
  • 1,031 funds tracked by Wall St. Rank held Block Inc as of Q3 2025.

Based on AGF Management's 13F filing for Q3 2025, filed 4 Nov 2025.